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THE
ORANGE
HUB

Blog
2 mins Read | 3 Years Ago

How to do Intelligent Investment

How to do Intelligent Investment?

We often come across various financial advisors like insurance agents, stock brokers or Mutual Fund advisors, every advisor tries to gives you the complete solution using products from their own domain. It is important to understand that every product serves a specific purpose and investment objective in your portfolio.

Insurance is meant for protection planning. Mutual Funds, Fixed Deposits are meant for wealth creation. Gold held in physical form is meant for very long term investment needs to beat inflation and protect value erosion.

Combination of these products will give you a holistic solution which is best for you. If you do not use the appropriate product e.g. try to protect yourself by using mutual funds or try to preserve capital by using equity investments, either you will end up jeopardising the investment objective or paying higher cost.

Suitability of investment products shall be evaluated on the basis of Risk, Return, Liquidity and Tax Efficiency. It is important to seek help from financial advisors who are dealing in all products and are coming from a trusted brand to check product suitability for you and help you make the right investment decisions.

 

DISCLAIMER

The contents of this document are meant merely for information purposes. The information contained herein is subject to updation, completion, revision, verification and amendment and the same may change materially. The information provided herein is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would (by reason of that person‘s nationality, residence or otherwise) be contrary to law or regulation or would subject lClCl Bank or its affiliates to any licensing or registration requirements. This document is not an offer, invitation or solicitation of any kind to buy or sell any security and is not intended to create any rights or obligations. Nothing in this document is intended to constitute legal, tax, securities or investment advice, or opinion regarding the appropriateness of any investment, or a solicitation for any product or service. Please obtain professional legal, tax and other investment advice before making any investment. Any investment decisions that may be made by you shall be at your sole discretion, independent analysis and at your own evaluation of the risks involved. The use of any information set out in this document is entirely at the recipient's own risk. The information set out in this document has been prepared by ICICI Bank based upon projections which have been determined in good faith by lClCl Bank and from sources deemed reliable. There can be no assurance that such projections will prove to be accurate. lClCl Bank does not accept any responsibility for any errors whether caused by negligence or otherwise or for any loss or damage incurred by anyone in reliance on anything set out in this document. The information set out in this document has been prepared by ICICI Bank based upon projections which have been determined in good faith and sources considered reliable by lClCl Bank. In preparing this document we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was provided to us or which was otherwise reviewed by us. Past performance cannot be a guide to future performance. 'lClCl ' and the 'I-man' logo are the trademarks and property of lCICl Bank. Misuse of any intellectual property, or any other content displayed herein is strictly prohibited.

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